Public evidence record
Published podcast speaker
Claim ledger
5 transcript-backed records
01 / evaluation
“I think globally about the shape of our business. We are today a $650 billion asset manager.”
02 / evaluation
“If you’re commuting into downtown Austin, you’re not so excited about that, but I think in places that are still growing, it is pretty dynamic.”
03 / evaluation
“What matters is that we are able to earn a spread on our assets versus our liabilities, versus our cost of operations, such that we are profitable and, therefore, can attract new capital, retain the capital we have, and provide investors with a reason to invest with us for the long term.”
04 / evaluation
“” I don’t have to conclude that, but my belief of where the world is today is: public is safe and risky, and we’ve seen that.”
05 / evaluation
“To the extent 80 percent of credit is now provided by investors — forget about private credit for the moment — but by investors, there is a less direct but still incredibly important because the alternatives, as rates go up, credit becomes more attractive to investors versus equities.”